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Download My KitBeneficiary Designations
Make a Gift in a Few Easy Steps
Not everyone wants to commit to making a gift through their will or trust. Some prefer the increased flexibility that a beneficiary designation provides by using the following examples:
- IRAs and retirement plans
- Donor advised funds
- Commercial annuities
- Life insurance
- Payable on death bank accounts
It is very simple to name National Wildlife Federation as a beneficiary. Start by requesting a change-of-beneficiary form from your policy administrator or download the form from your provider's website. Make your desired changes and return the form to establish your gift.
See How It Works
An Example of How It Works
Robert and Carol treasure the financial help they have been able to give their children and the Federation over the years. The couple recently updated their will to leave stocks and real estate to their kids. They left the Federation a $75,000 IRA to be transferred following their lifetime. Because the Federation is tax-exempt, all $75,000 will help support our mission.
If Robert and Carol had left the IRA to their children, approximately $18,000* would have gone to pay federal income taxes—leaving only $57,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.
*Based on an assumption of a 24% marginal income tax bracket.
Ways to Make Your Gift:
- Specific
- Residual
- Percentage
Learn More
Download our complimentary guide Beneficiary Designations: Easy Ways to Leave Your Legacy.
View My Guide
Our Top Resource
This comprehensive estate planning kit helps you protect your family and establish your legacy.
Download My Kit